Survey distribution automation workflow

Question

Hello :)I want to daily import contacts via an SFTP server and send a survey via email to all newly added or updated contacts with certain embedded data criteria from the most recent import.I’ve tried to set everything up in Workflows, but I end up with the workflow sending the survey either to everyone that is in the respective list where the contact are added to (send survey to: list) or noone (send survey to: T-ID 5).Independently of the outcome the run history of the workflow tells me that everything went as expected, e.g. in thi sexample no mail has been sent (can also be seen in contact history and survey distribution tab: What am I doing wrong?Looking forwward to your help,Sophie

jake_dufinetz · Accepted Answer

Hi Sophie, you are looking to send the email to everyone in the extracted file that meet certain embedded data criteria, correct? If that’s the case, you do not need to use the loop feature in your workflow. Instead, you can have the following tasks:Task 1: Extract data from SFTP filesTask 2: Addcontacts and transactions to XMDTask 3: Create a sampleTask 4: Send a survey via emailThe create a sample task is your missing piece which will use Task 2 as the data source. The sampling task allows you to set filtering criteria for who is included in the Task 4.Note that this design will still import all the contacts in your file, not just the ones where you want to send a survey to them. If you’d like to only import into the Directory the contacts that should be emailed, you can instead do the filtering criteria in the Basic Transform task between Task 1 and Task 2 in the design above.Task 1: Extract data from SFTP filesTask 2: Basic transformTask 3: Addcontacts and transactions to XMDTask 4: Send a survey via emailThe basic transform can filter your file to the necessary rows of contacts by using validation rules.

sophie_gr · Answer

Thank you! It seems to work now :)

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